Burleigh Consulting Group
Burleigh Consulting Group is an independent retirement plan consulting and third-party administration firm based in Memphis, Tennessee, serving over 500 small and mid-sized businesses across the Mid-South region with plan design, compliance, and administration services.
- Company typePrivate
- Founded1981
- HeadquartersMemphis, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Burleigh Consulting Group does
Burleigh Consulting Group is an independent retirement plan consulting and third-party administration (TPA) firm headquartered in Memphis, Tennessee, founded in 1981 by Robert C. Burleigh. The firm serves over 500 small and mid-sized businesses across the Mid-South region — primarily Tennessee, Arkansas, and Mississippi — delivering plan design, compliance and reporting, recordkeeping platform selection, investment selection and monitoring, and participant education services. It administers a broad range of plan types including 401(k) (including Safe Harbor), profit sharing, cross-tested/new comparability, ESOP, money purchase pension, target benefit, age-weighted, cash balance, defined benefit, and 403(b) plans.
The firm operates as a credentialed professional services practice rather than a technology platform, with a team of 16-18 employees holding more than 100 years of collective experience and ASPPA designations (CPC, QPA, QKA, QKC) as well as Enrolled Retirement Plan Agent and Enrolled Actuary credentials. Delivery is direct-to-client through personal consultation and ongoing administration, with no proprietary technology layer — instead, Burleigh integrates with national recordkeeping platform providers (Fidelity, Empower, Vanguard, T. Rowe Price, Ascensus, among others) to operate client plans. The firm explicitly maintains independence from any investment organization, insurance carrier, bank trust department, or recordkeeper.
Burleigh generates revenue through professional services fees on a quote-based, multi-year engagement model with no publicly disclosed pricing. Go-to-market is referral-driven and partnership-led: financial advisors, attorneys, and CPAs refer business owners seeking retirement plan support, and Burleigh collaborates directly with the client's advisory team on plan design and ongoing administration. Marketing is minimal, consisting primarily of a website with industry resources and occasional educational blog posts on retirement plan topics.
Burleigh Consulting Group firmographics
Firmographics- Name
- Burleigh Consulting Group
- Legal name
- Burleigh Consulting Group
- Website
- https://burleighconsulting.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Burleigh Consulting Group is an independent retirement plan consulting and third-party administration firm based in Memphis, Tennessee, serving over 500 small and mid-sized businesses across the Mid-South region with plan design, compliance, and administration services.
- Ownership category
- akta.pro rank
Burleigh Consulting Group industry classification
Industry- Product category
- Retirement Plan Consulting and Administration
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Human Resources Consulting Services (541612), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Employee Benefits Brokerage & Consulting (FSAEADAC), Benefits Administration & Enrollment Support (BPAAAIAB)
Keywords
Where Burleigh Consulting Group is headquartered
LocationHeadquarters
- HQ city
- Memphis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Burleigh Consulting Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Retirement Plan Consulting and Administration Services: Third-party administrator (TPA) services for retirement plans including plan design, compliance and reporting, recordkeeping system selection assistance, investment selection and monitoring support, and participant education and communication services. Revenue is generated through professional service fees for consulting and administrative services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom professional services engagement |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Burleigh Consulting Group product offering
Product offeringCore offering
Burleigh Consulting Group provides independent retirement plan consulting and third-party administration (TPA) services for small and mid-sized businesses and their financial advisors. The firm delivers plan design and documentation, compliance and reporting (including Form 5500, IRS non-discrimination testing, and DOL/IRS audit representation), operational process management, recordkeeping system selection assistance, investment selection and monitoring, and participant education across plan types such as 401(k), profit sharing, defined benefit, ESOP, cash balance, money purchase, target benefit, age-weighted, cross-tested, and 403(b) plans. Services are billed on a custom, quote-based engagement model delivered directly to clients in the Mid-South region.
Product overview
Burleigh Consulting Group is an independent retirement plan consulting and third-party administration (TPA) firm that provides comprehensive services for retirement plans. The firm operates as a single unified service offering rather than a platform-plus-modules architecture. Core services include plan design and documentation, operational processes management, compliance and reporting, recordkeeping system selection assistance, investment selection and monitoring, and participant education. The firm administers various plan types including Profit Sharing Plans, 401(k) Plans (including Safe Harbor variations), Cross-Tested/New Comparability Plans, ESOPs, Money Purchase Pension Plans, Target Benefit Plans, Age-Weighted Plans, Cash Balance Plans, Defined Benefit Plans, and 403(b) Plans. The company partners with independent investment advisers and record-keeping platform providers to deliver results to employers and their employees.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plan Consulting and Administrative Services
Quantifiable outcome
- Serving over 500 Mid-South companies with retirement plan consulting and administrative services
- +1 more outcomes
Companies that use Burleigh Consulting Group
Customer profileSegments3 records
Ideal customer profiles2 records
Burleigh Consulting Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Burleigh Consulting Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- AscensuscoreListed as a national plan recordkeeping provider partner. Ascensus provides retirement plan recordkeeping and administrative services integrated with Burleigh Consulting Group's TPA services.
- EmpowercoreListed as a national plan recordkeeping provider partner. Empower is one of the largest retirement plan recordkeepers providing platform services for plans administered by Burleigh Consulting Group.
- Fidelity InvestmentscoreListed as a national plan recordkeeping provider partner. Fidelity provides institutional retirement plan services and investment platforms integrated with the firm's plan administration.
- T. Rowe PricecoreListed as a national plan recordkeeping provider partner. T. Rowe Price provides institutional investment management and recordkeeping services for retirement plans administered by the firm.
- VanguardcoreListed as a national plan recordkeeping provider partner. Vanguard provides low-cost institutional retirement plan services and investment platforms for plans administered by the firm.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Burleigh Consulting Group competitors and assessment
Company assessmentDirect peers
- Cammack Retirement Group: Independent retirement plan advisory and consulting firm serving employers and financial advisors, with similar service offerings in plan design, compliance, and administration. Comparable focus on advisor partnerships and independence from recordkeepers.
- Retirement Plan Advisors: Boutique retirement plan consulting firm providing third-party administration and advisory services for qualified plans, similar scale and advisor-referral go-to-market as Burleigh.
- Sentinel Pension Advisors: Independent retirement plan consulting firm providing actuarial, administration, and compliance services to small and mid-sized employers, structurally similar to Burleigh as a credential-driven TPA boutique.
- SageView Advisory Group: Independent retirement plan consulting and advisory firm serving small and mid-sized plan sponsors with similar TPA, plan design, and investment advisory services. Comparable business model of independence from any single recordkeeper.
- Pentegra Retirement Services: Provider of retirement plan administration, consulting, and fiduciary services to small and mid-sized employers, directly competing in the same plan administration and compliance testing segments as Burleigh.
- The H Group: Independent retirement plan consulting firm offering plan design, administration, and actuarial services to small and mid-sized employers, very similar in service mix and target market to Burleigh.
Broad incumbents
- Empower Retirement: Major recordkeeper and bundled TPA services provider that competes with independent TPAs by offering plan administration directly to plan sponsors. Listed as a Core recordkeeping partner of Burleigh, illustrating the dual customer-competitor dynamic.
- Segal Group: Large independent actuarial and consulting firm offering comprehensive retirement plan administration, actuarial, and compliance services to a much broader client base, including many of the same plan types Burleigh administers.
Emerging players
- Vestwell: Tech-enabled 401(k) and retirement plan administration platform serving small and mid-sized employers with automated onboarding, compliance, and recordkeeping, representing the digital-native threat to boutique TPA firms like Burleigh.
- Guideline: Technology-driven 401(k) provider targeting small businesses with simplified plan setup, automated compliance, and low fees, competing for the same small/mid-market employer segment Burleigh serves.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Burleigh Consulting Group social profiles
Digital presenceBurleigh Consulting Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Burleigh Consulting Group leadership team
Management profileNumber of profiles
Profiles6 records
Burleigh Consulting Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Burleigh Consulting Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Burleigh Consulting Group
What does Burleigh Consulting Group do?
Burleigh Consulting Group provides independent retirement plan consulting and third-party administration (TPA) services for small and mid-sized businesses and their financial advisors. The firm delivers plan design and documentation, compliance and reporting (including Form 5500, IRS non-discrimination testing, and DOL/IRS audit representation), operational process management, recordkeeping system selection assistance, investment selection and monitoring, and participant education across plan types such as 401(k), profit sharing, defined benefit, ESOP, cash balance, money purchase, target benefit, age-weighted, cross-tested, and 403(b) plans. Services are billed on a custom, quote-based engagement model delivered directly to clients in the Mid-South region.
Is Burleigh Consulting Group a public or private company?
Burleigh Consulting Group is a private company. It is classified as management employee owned and is currently operating.
When was Burleigh Consulting Group founded?
Burleigh Consulting Group was founded in 1981. It employs 1 to 10 people.
Where is Burleigh Consulting Group based?
Burleigh Consulting Group is headquartered in Memphis, United States, in the North America region.
How does Burleigh Consulting Group make money?
One revenue line is on record: retirement Plan Consulting and Administration Services.
Who are Burleigh Consulting Group's main competitors?
Direct peers on record are Cammack Retirement Group, Retirement Plan Advisors, Sentinel Pension Advisors, SageView Advisory Group, Pentegra Retirement Services and The H Group. Broad incumbents are Empower Retirement and Segal Group. Emerging players are Vestwell and Guideline.
Does Burleigh Consulting Group have an API?
No public API is recorded for Burleigh Consulting Group.
What industry is Burleigh Consulting Group in?
Burleigh Consulting Group's product category is Retirement Plan Consulting and Administration. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEADAC, Employee Benefits Brokerage & Consulting. Its NAICS code is 524292 and its SIC code is 8742.